Compass Ion Advisors
SHEL icon

Compass Ion Advisors’s Shell SHEL Stock Holding History

Compass Ion Advisors’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$220K Buy
+2,318
New +$209K 0.02% 285
2026
Q2 		– Sell
-2,299
Closed -$214K – 302
2026
Q1 		$214K Buy
+2,299
New +$186K 0.02% 267

Other funds holding SHEL

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Penn Davis McFarland
Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Compass Ion Advisors's SHEL Position: Q3 2026 in Review

Compass Ion Advisors opened a new position in Shell (SHEL) in Q3 2026: 2,318 shares worth $220K. The stake represents 0.02% of the portfolio and ranks #285 among its holdings. This is a return to the name: Compass Ion Advisors previously reported a position in SHEL as recently as Q1 2026.

Compass Ion Advisors first reported a position in SHEL in Q1 2026 and has held it in 2 quarters since. 486 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Compass Ion Advisors held 2,318 shares of Shell worth $220K as of Q3 2026.
  • Shell was a new Compass Ion Advisors position in Q3 2026.
  • Shell made up 0.02% of Compass Ion Advisors's portfolio in Q3 2026, its #285 holding.
  • Compass Ion Advisors first reported a position in Shell in Q1 2026 and has held it in 2 quarters since.
  • 486 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Compass Ion Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.